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CFP
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CFP

Joseph Grabar

Fortress Private Ledger, LLC
30 Years of Experience
Raleigh, NC
BrokerSells Insurance
View SEC Summary
View SEC Summary

Joseph Grabar is a CFP-designated registered investment advisor at Fortress Private Ledger, LLC, based in Raleigh, NC, with 30 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 704 clients with $580M in assets under management.

Fortress Private Ledger, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
704 clients
Average Client Portfolio
$830K average
Assets Under Management
$584.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum advisory fee is 2.0% and is negotiable between the client and the investment adviser representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3110 Edwards Mill Rd, Ste 200, Raleigh, NC, 27612

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joseph is a member of JG3, LLC, operating as Fortress Insurance Services and Fortress Financial Services, an insurance agency selling life, health, and long-term care insurance, dedicating about 10-20% of his time. He also provides marketing services to the insurance industry as part owner of InsureSuperMom.com, Inc., spending minimal time, and is part owner of Fortress Tax Services, spending a few hours per week.

Employment History
Current Registrations
Fortress Private Ledger, LLCBroker
August 2018 - Present · 8 yrs 2 mos
Fortress Private Ledger, LLC
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
November 2011 - August 2018 · 6 yrs 9 mos
LPL Financial LLC
November 2011 - August 2018 · 6 yrs 9 mos
Northwestern Mutual Investment Services,llc
February 2006 - December 2011 · 5 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
September 1996 - December 2011 · 15 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
September 1996 - January 2002 · 5 yrs 4 mos
State Registrations26 states
ALARAZCACODEFLGAILINKYMDMIMNNCNJNVNYPASCSDTNTXVAWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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